TD reports warns that seniors risk over-extending themselves
Report details best practices financial firms should consider implementing to protect seniors
Broaching the subject skillfully can lead to more productive meetings
Seniors need you to deal with a whole set of issues
Elderly people represent the wealthiest and fastest-growing demographic group in Canada. To serve this potentially profitable market as a financial advisor, you may need to make some significant adjustments to the way you do business
Subtle tweaks can make your practice more senior-friendly
As the population ages, chances are more of your clients will have special needs
Take the right steps when you suspect a client may be losing his or her ability to make financial decisions
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The aging population controls a growing proportion of the investible assets in Canada; retaining these older Canadians as clients means making efforts to meet their particular needs